RBA Rate Call Watch: Reserve Bank chief economist Sarah Hunter flagged a “challenging” mix of upside inflation risks from oil and even iPhone price rises tied to AI chip demand, keeping the next rate decision firmly in focus. Housing Pressure on Banks: A fresh housing downturn is feeding into ASX bank worries, with tighter lending and weaker property activity raising the stakes for mortgage-heavy lenders. ASX Sentiment Strains: Investors are increasingly sceptical the market is fairly priced after underperformance versus global tech, while oil and rate expectations keep trading choppy. CBA Under the Microscope: Citi reiterated a Sell on Commonwealth Bank of Australia, citing analyst caution and pointing to insider selling alongside the latest results. AI Governance Debate: Australia’s assistant technology minister pushed back on tech leaders’ calls to slow frontier AI, arguing public attention should focus on what’s actually happening. Defence & Industrial Deals: Titomic jumped after a new US Air Force cold-spray contract, while Victory Metals secured a WA mining lease for heavy rare earths—both reinforcing Australia’s push into strategic supply chains. Corporate & Market Moves: Cygnus Metals’ scheme meeting is set for 18 Sept as Central Asia Metals seeks to acquire it, and short interest remains elevated in several ASX names. Policy & Social Fallout: One Nation renewed its push to cut temporary migration by 750,000 over three years, while Labor defended the private health rebate changes amid modelling that targets older Australians. Whyalla Steelworks Shock: The blast furnace switch-off is triggering job losses and a new $10m support package for affected workers.